Philanthropic Systems and Processes

Quality systems built upon the philanthropist’s vision, mission, and purpose help support overall charitable initiatives, as well as limit unnecessary and unwanted contact from organizations not in direct missional alignment.

CoxNichols works alongside philanthropic organizations to develop systems and processes which allow the philanthropist to quickly and thoughtfully sort through current and potential grantees. Our process ensures decisions are made based on established criteria versus assumptions or feelings.

CoxNichols’ approach includes the development of a web-based software package that provides grant system support which can include a grant intake process that, at a minimum, includes a Letter of Intent (LOI) and Request for Proposal (RFP) process.

“Every man must decide whether he will walk in the light of creative altruism or in the darkness of destructive selfishness.” – Dr. Martin Luther King Jr.

CoxNichols’ approach:


development of a system

Assist the philanthropist in the development of a personalized system which meets the organization’s or individual’s needs while providing a unique individualized and achievable approach.



Help set clear goals and develop a customized Philanthropic Evaluation Matrix which establishes a baseline for grant decisions and joy factor alignment.


DEVELOP LOI and RFP process

Help the philanthropist understand the return on investment as it relates to measurable change in knowledge, attitude, and behavior of those served.



Develop a strategic communication process which ensures consistency between the philanthropic organization’s intentions and the resulting grantee understanding.


Philanthropic dashboard

Create a Philanthropic Dashboard which clearly delineates the philanthropist’s return on investment based upon set criteria.


Provide assurance

Provide assurance that the philanthropist’s funds are being used for the greatest good.

Start The Process Today

We want to support you in finding joy in the fulfillment of your altruistic goals.